PleaseNote: While this document details how to delete records from your system it is recommended that you be sure you want to follow through with the record deletion process. If you have any questions about this process please contact the support team before deleting any records. There are a couple of things to consider prior to deleting records.
The following records cannot be deleted:
WestronglysuggestnotdeletingWorkOrders but instead closing them out and creating new Work Orders. This preserves any work history you may have and prevents possible numbering issues in the system.
WestronglysuggestnotdeletingpartsuntilyouhavegonethroughtheAdjustmentprocess to set the On-Hand value to 0 (zero) so that any financial information in your system is accounted for correctly.
With all of that said, sometimes it is necessary to delete your records. In X3, this is a two part process to ensure a level of approval before records are completely removed from the system. Start by first navigating to the record you wish to delete. In our example we’ll go with an Asset record.
Open this record’s detail view. You will see at the top of the record that there is an option to Delete. Click on this to mark the record for deletion. This does not immediately remove the record from your system, but instead hides it from list views and places the record in an approval location. YoucanstillnavigatetorecordsmarkedfordeletionbyusingtheGoTobutton.
If you delete a record and would like to recover it, you can do this by using the Go To button to navigate to that specific record and click on the Undelete button. Thiscanonlybedonewhiletherecordismarkedfordeletionandnotafterthenextstepintheprocess, whichistoapprovedeletingtherecord.
On your Navigation tab, in the Administration section, there is a link called Remove Deleted Records.
Clicking this link will bring you to a list of all record types, sorted by their table, in the system. Find the one that corresponds to the record you deleted (in our example Assets).
The magnifying glass option lets you see all records marked for deletion in that section and the trash can prompts you to okay the final deletion of the records. Onceyouapproveithere, therecordcannotberecovered.
